EVERGREEN CAPITAL

A contemporary wealth management firm

Private
Wealth Management

Wealth and investment management for individuals with a net worth of $2-15M.

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Family Office

A comprehensive wealth management solution for ultra-high-net-worth investors.

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Evergreen Ventures

Alternative investment funds: a compelling component of a long-term, diversified portfolio.

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Evergreen
Sterling Kuder

Tax preparation and advice for individuals, families, and business owners.

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Trustee Services

Professional trustee services and estate administration.

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Why Evergreen
Multi-Gen Approach

Evergreen Gavekal thrives on its multi-generational approach — both within our team and the clients we serve. Our team spans generations, bringing a wealth of perspectives and financial expertise that enriches our ability to serve clients at every stage of life. This distinction helps us better understand and connect with our client base, which includes individuals and families across multiple generations.

By embracing these generational differences, we’re able to offer progressive, forward-thinking solutions tailored to a wide range of needs and expectations. Whether it’s leveraging cutting-edge technology or honoring traditional values, we aim to meet our clients where they are — and guide them confidently into the future.

Spiral Staircase: A minimalist sketch of a winding staircase

Independent Advice

We serve as a fiduciary, putting our clients’ best interests first in every decision. Our investment recommendations are based solely on what benefits our clients—we receive no compensation or incentives from any investment products we recommend.